Director of Tax Services

• Aug 2022 - Present

Owner

• Jan 2005 - Present

• Owner of a tax preparation and small business consulting company • Experience in preparing individual 1040, 1065 partnership and 1120S S-corporations • Provide full-service bookkeeping for small business clients • Provide full-service payroll for small business clients • Client industries include building subcontractors, equestrian trainers, small farms, realtors and fabricators • Owner of a tax preparation and small business consulting company • Experience in preparing individual 1040, 1065 partnership and 1120S S-corporations • Provide full-service bookkeeping for small business clients • Provide full-service payroll for small business clients • Client industries include building subcontractors, equestrian trainers, small farms, realtors and fabricators

Tax Reduction Advisor

• May 2021 - Aug 2022

Certified Public Accountant

• Jun 2017 - Jan 2021

• Lead CPA in guiding staff for payroll and bookkeeping activity for clients • Prepared individual 1040, 1065 partnership, 1120S S-corporations, 990 non-profit, 1041 estates, and 706 and 709 forms • Complete bookkeeping and full-service payroll for several small businesses • Client industries include home builders, building subcontractors, SAAS, equestrian trainers, licensed professionals, automotive repair, food service distributors, restaurants, medical contractors, manufacturers, small farms and realtors

Chief Financial Officer/Controller

• Apr 2006 - Jan 2017

• Responsible for all accounting functions for multiple business entities with combined gross revenues of $8 - $10 million • Experience with 501(c)(3) non-profit and a special metropolitan district accounting • Develop budgets for over 60 individual programs and cash forecasting with consistent 95+% accuracy • Conducted all payroll and human resource functions including tax filings • Several years of experience with H-2B employment visa program • Served as the General Manager during transition between ownership groups • Develop audited financial statements and notes in conjunction with company CPA • Preparation of Form 990 for 501(c)3 Foundation on an annual basis • Prepare monthly and annual reporting for Board of Directors • Monthly reporting on program activities and analyze variances • Develop and maintain strong internal controls • Write and manage all contracts for facility rentals • Conduct all payroll functions including tax filings • Complete all H-2B Visa processes as required by Federal government for seasonal workers • Review and renegotiate banking relationships as necessary • Review and renegotiate all vendor contracts as needed • Negotiate sponsorship contracts with facility sponsors and fulfill terms • Responsible for website updates and all social media communications

Controller

• May 2008 - May 2010

- Responsible for all accounting functions for two business entities with combined gross revenues of over $10 million - Work closely with company CPA to prepare shareholder’s tax returns - Develop and maintain job costing control systems - Responsible for all accounting functions for two business entities with combined gross revenues of over $10 million - Work closely with company CPA to prepare shareholder’s tax returns - Develop and maintain job costing control systems

General Manager

• May 2004 - Jan 2006

Responsible for all phases of restaurant management. Responsible for all phases of restaurant management.